Daily Events Organizer

Convenient monthly sidebar calendars let you jump to any given day to pull up the information you need.

View automatic alerts on the Collaborate dashboard and never miss a scheduled event again.

Change Calendar Views

It's easy to flip between daily, weekly, monthly and yearly calendar views and find the information you need.

Color-coded days help visually represent the number of scheduled events at-a-glance.

Case History

View a detailed history of every action taken for each client in the client service log. Additionally, the user activity log stores a complete history of every action performed within the system. Our group collaboration software logs everything so that you don't have to.

Easy to Read Client Profiles

Every client stored within the case management system has a unique client profile. Users can quickly view and understand important information at a glance.

With Collaborate client profiles are customized to store and show the information most useful to your team.

Assign Services to Clients

Central to the Collaborate case tracking software is the ability to assign specialized services to clients. Each service is customized to match your organization's needs, and captures a clearly defined set of data.

Services may be instantly conducted or scheduled for later using the built-in calendar system.

Create Checklists and Notes

Keep track of important to-do items for each client by setting checklist items. Assign new tasks to individuals or mutliple team members at the same time.

Store useful free-form notes directly within client profiles and share them with other team members.

Inline icons let you quickly print or edit note information.

Upload Your Documents

Store files that have been created outside the system by uploading them to client profiles.

Intelligent file versioning helps you maintain multiple versions of a file. Additionally, store the names of file authors and uploaders

Simplify the Intake Process

Intelligent Conflict Checking

Take the guesswork out of entering new intakes with intelligent conflict checking.

Search on client profile fields to quickly find pre-existing clients.

Customizable Services

Collaborate has dozens of pre-built services, from medical comprehensive to workforce coaching. But it's not limited to those - you can create your own custom services with associated criteria to be tracked and managed.

Manage Multiple Groups

Keep track of different groups in your organization, including all of your group session schedules and locations.

Detailed Group Profiles

Every group has a unique profile screen that details all group information.

Each group session is also broken down on the page to track the group metrics your organization wants to record.

Track Client Attendance

Record which clients have attended which group sessions. Easily identify clients with low and high attendance rates.

Use attendance metrics to determine which groups are achieving their program goals.

Reports & Analysis

The flexible reporting system allows you to generate grant-specific and ad hoc reports for funders. There are several grant-specific reports out of the box, including: VOCA, United Way, NCA and SAMHSA reports. New custom grant reports can be generated to match your specific reporting criteria.

Export to Popular Formats

We have a handful of pre-written grant-specific reports out of the box, including: VOCA, United Way, NCA and SAMHSA reports. New custom reports can be generated to match your specific reporting criteria.

Create Custom Dynamic Reports

Add new custom reports to the system. Choose which data columns to include and add filters to show the results you want.

Custom reports can be saved and re-run at any time. The results are dynamic and reflect your data in real-time.

Graph Data Results

Export and save graphic images for easy inclusion in documents and presentations.

Role-Based Privileges

Create various roles for users to control access permissions to all areas of the software. Customize role access to match the structure of your multidisciplinary team and control user access to sensitive client data.

Douglas County Department of Corrections

The Douglas County Department of Corrections promotes public safety by effectively managing individuals in secure custody and Community Corrections by offering programs to prepare individuals to successfully return to society.

Service focuses include Substance Abuse, Mental Health, Education, and Medical

Integrations with other County department databases, can share information when appropriate

Hope For The Warriors

Hope For The Warriors works to enhance the quality of life for post-9/11 service members, their families, and families of the fallen who have sustained physical and psychological wounds in the line of duty.

New York City’s YMCA

The YMCA of Greater New York is committed to serving the immigrant population of the City, and, in response to their needs, has opened New Americans Welcome Centers to help immigrants achieve literacy, cultural competence, and self-sufficiency.